Charitable Gift Annuity

Your Plan, Your Legacy, Your Smithsonian

Charitable Gift Annuity

The charitable gift annuity is the simplest way to secure fixed, lifetime payments at an attractive rate while providing for the Smithsonian in the future.

In exchange for a designated sum or appreciated asset, such as stock, the Smithsonian agrees to make fixed payments to you and/or your loved ones each year for a specified term. This can be one or two lifetimes. The Smithsonian guarantees the annual payments for the term of the agreement. This guarantee is backed by the Smithsonian's full faith and credit. Once payment obligations have been met, the remaining funds will be used for the charitable purposes chosen by the donor. 

The Smithsonian offers attractive payout rates that are determined by the age of the annuitant(s) at the time of the gift. The older you are, the higher the rate you will receive. The Smithsonian follows the rates recommended by the American Council on Gift Annuities. Currently, the minimum amount to establish a charitable gift annuity with the Smithsonian is $10,000, and the minimum age is 60. 

Contact us about flexible date options for your future income.